We are live on ! Find out more
CRM icon

Salesforce

2,664 hedge funds and large institutions have $138B invested in Salesforce in 2026 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,056 increasing their positions, 1,173 reducing their positions, and 455 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

39% less funds holding in top 10

Funds holding in top 10: 5936 (-23)

45% less capital invested

Capital invested by funds: $249B → $138B (-$111B)

48% less first-time investments, than exits

New positions opened: 237 | Existing positions closed: 455

Holders
2,664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.26B
Puts
$7.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1926
Triumph Capital Management
Colorado
$370K
KJWM
1927
Kiley Juergens Wealth Management
Washington
$369K
FFG
1928
Forum Finance Group
$367K
LIM
1929
Leavell Investment Management
Alabama
$367K
BOPW
1930
Brandywine Oak Private Wealth
Pennsylvania
$366K
AP
1931
Appleton Partners
Massachusetts
$366K
WCFA
1932
Walkner Condon Financial Advisors
Wisconsin
$366K
LOWM
1933
Laurel Oak Wealth Management
New Jersey
$366K
WWA
1934
Wisconsin Wealth Advisors
Wisconsin
$365K
WA
1935
WBH Advisory
Maryland
$364K
CFO
1936
CVA Family Office
Colorado
$364K
VFG
1937
V2 Financial group
Illinois
$363K
EPIME
1938
Evelyn Partners Investment Management (Europe)
$360K
NWWA
1939
New Wave Wealth Advisors
Arkansas
$360K
SFC
1940
SYM Financial Corp
Indiana
$359K
BI
1941
Beckerman Institutional
New Jersey
$359K
IRC
1942
Investors Research Corp
Georgia
$358K
CW
1943
CrossGen Wealth
North Carolina
$358K
WAG
1944
Winthrop Advisory Group
Massachusetts
$357K
FPWM
1945
FSB Premier Wealth Management
Iowa
$357K
SFGM
1946
Stonebridge Financial Group (Missouri)
Missouri
$355K
AWM
1947
Accel Wealth Management
Iowa
$354K
OBWG
1948
Onyx Bridge Wealth Group
New York
$353K
CWP
1949
CFM Wealth Partners
Texas
$353K
IIC
1950
Integrated Investment Consultants
Michigan
$353K